Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help
Q: Goodday guys. Have 2500 shares of sis and up 13K shouldI sell a thousand anddiversify bought @ 8.30 .. No need oil . Would appreciate your advice, Thanks for all you do. Maybe you should start a shriners fund in your name for KIds and we could donate. Thanx again.Cliff
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Q: I know from your many answers of late that you have confidence in CXI and its management team long term.
Are concerned about the recent resignations of the CFO and now another director; if not, how do you get comfortable with developments like these - do you talk to the departing employees?
Q: This was a company strongly recommended by 5i and specifically to me from a question I asked not long ago. How did this one slip thru your research net?
Q: Ex-dividend date for CGX is Mar 26.If I sell on Mar 29,do I still get dividend? Appreciate u normal great services & views.Peter was great on BNN on 3/27
Q: I watched Cohodes on BNN this morning, and he didn't offer anything remotely substantial to back up his claims. It seems to me there are two real issues with the company 1) did they fully disclose in a timely manner the amount of fraudulent mortgages some of their brokers wrote and 2) are their loan loss provisions high enough considering those mortgages and their overall riskier loan portfolio. I obviously don't know the answer to the first, and for the second, I think the answer is no, they aren't high enough. Thoughts?
Q: thanks again for the service you provide. my question is this I held engh for a long time and sold it and replaced it with abt - gps - also msft and csco in the u.s. because they tended to perform better than engh until it's latest rise. other than this stock I own all of the balanced portfolio in the proper percentages. do you think that I should still own engh considering the above. thank you
I have a significant position in HCG. What should I be thinking about the quick departure of the CEO. Is it good that the board is proactive or does it signal more problems behind the scenes?
Q: I'm doing research on RPI.UN and came across the is on the March 2, 2017 Press release:
"Net income was $7.9 million, or $0.73 per Unit, down $2.6 million from 2015 which mainly reflects higher EBITDA offset by contingent consideration for the Healthmark acquisition and the mark-to-market loss on exchangeable shares due to a $5.61/Unit appreciation."
What are the contigent considerations they are referring to?
Can you explain the mark-to-market loss on exchangeable shares?
Q: I already have ENGH, KBL, TCN, AW.UN, CCL.B, CXI and HAC in my TFSA together with about 40% bonds. Can you suggest any of the Canadian stocks you cover which would be most suitable to add here? I guess for a TFSA capital appreciation is paramount.
Q: Hello 5i, Can I get your analysis on PBH? I started buying over a yr ago and now it's up over 40%. Unfortunately I have not reached my full position and yet is now at the 5% weighting in my portfolio. From your analysis has it reached full value? It's EPS seems a little high for it's growth rate now? I do not plan to sell it as I like to invest for the long term. My folio has Utilities, Reits, Financials, Tech, Small % of Resource and Energy. Should I keep on accumulating on dips or wait for the valuation to catch up with the price?
Thank you for your service.
Q: Good morning,
How much was the miss by Boyd on its recent earnings report?
Did management give a reasonable explanation?
Does it change your view of the company?
Is this a buying opportunity for long term holders?
Thanks,
Mike
Q: Hi, I have held STN for years, remain just above break even. Considering a switch to WSP for better dividend and growth. Your thoughts on this move? Have also held SJ and KBL for years, have done well but both seem weak lately, would you recomend any potential replacements, or just a hold pattern? Thanks, Lavern
Q: I want to buy CLL.b but wonder if buying it now, 50 shares,then ending up with 250 after the split, is wise, or should I wait until after the split and buy 250.
Thank you,
Helen